CIK: 0002109460
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 96
WIREGRASS INVESTMENT MANAGEMENT LLC在最新一期 13F 报告中披露了 96 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 19.9%。
Wiregrass Investment Management LLC 目前披露的持仓，Herfindahl 集中度指数为 0.024——换算下来相当于约 42 个等权重仓位，明显低于其实际披露的 96 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 1.14），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 UNH
-0.0% -US$146.5万
减仓 T
-79.5% -US$87.1万
减仓 AVGO
-3.3% -US$74.6万
减仓 MSFT
+13.2% -US$72.5万
减仓 CMI
-34.7% -US$73.1万
减仓 LLY
-30.2% -US$71.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 6.31% | — | +6.37% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.03% | -0.40% | +1.16% | |
| 3 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 5.51% | -1.27% | -0.03% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 3.95% | -0.66% | -3.31% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -0.64% | +13.23% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.86% | -0.25% | +2.93% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.33% | -0.22% | +4.91% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.20% | -0.32% | +0.53% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.22% | +2.22% | NEW | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.08% | +0.57% | +2.65% | |
| 11 | MA | Mastercard INC - A | 股票-金融 | 1.84% | +0.42% | +49.78% | |
| 12 | TFC | Truist Financial CORP | 股票-金融 | 1.64% | — | +3.57% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.56% | +0.09% | +7.69% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.50% | -0.12% | +7.56% | |
| 15 | FLO | Flowers Foods INC | 股票-非周期性消费 | 1.47% | -0.22% | +16.92% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 1.45% | — | +13.12% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.44% | +0.25% | +3.27% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 1.42% | — | +5.26% | |
| 19 | CMI | Cummins INC | 股票-工业 | 1.34% | -0.62% | -34.74% | |
| 20 | GE | General Electric | 股票-工业 | 1.29% | +0.45% | +68.15% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 1.27% | — | +4.20% | |
| 22 | CRM | Salesforce INC | 股票-科技 | 1.19% | +0.18% | +68.72% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.10% | +0.18% | +4.65% | |
| 24 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.09% | — | +4.49% | |
| 25 | PFG | Principal Financial Group | 股票-金融 | 1.08% | — | +6.88% | |
| 26 | IRM | Iron Mountain INC | 股票-房地产 | 1.08% | +0.23% | +3.61% | |
| 27 | FAST | Fastenal Co | 股票-工业 | 1.05% | +0.20% | +7.49% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.01% | — | +5.21% | |
| 29 | MMM | 3m Co | 股票-工业 | 0.96% | — | +5.49% | |
| 30 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.95% | -0.25% | -56.91% | |
| 31 | MO | Altria Group INC | 股票-非周期性消费 | 0.95% | — | -15.26% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.93% | — | +12.16% | |
| 33 | ABBV | Abbvie INC | 股票-医疗保健 | 0.92% | +0.36% | +73.56% | |
| 34 | DOC | Healthpeak Properties INC | 股票-房地产 | 0.90% | — | +4.70% | |
| 35 | OKE | Oneok INC | 股票-能源 | 0.89% | +0.19% | +4.77% | |
| 36 | SO | Southern Co/the | 股票-公用事业 | 0.88% | +0.11% | +4.01% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.88% | -0.60% | -30.16% | |
| 38 | GEV | GE Vernova INC | 股票-工业 | 0.85% | +0.23% | +3.34% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.82% | -0.20% | -26.82% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.80% | — | — | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.80% | -0.18% | +8.46% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | -0.15% | -7.95% | |
| 43 | MU | Micron Technology INC | 股票-科技 | 0.77% | +0.10% | -1.88% | |
| 44 | WMT | Walmart INC | 股票-非周期性消费 | 0.76% | — | -11.73% | |
| 45 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.74% | — | +12.98% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.74% | — | — | |
| 47 | AGNC | Agnc Investment CORP | 股票-房地产 | 0.74% | +0.74% | NEW | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.72% | — | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.71% | — | — | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.70% | — | +6.51% |
Q3 2026表现
+3.2%
近4个季度表现
+12.7%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的75%）计算
Wiregrass Investment Management LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Spdr P S&p 500 Growth ETF (SPYG); 新建仓: Agnc Investment CORP (AGNC); 新建仓: Philip Morris International (PM); 新建仓: International Paper Co (IP); 新建仓: Perrigo Company plc (PRGO).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +2.65% | 加仓 |
| 2 | GE | General Electric | +0.5% | +68.15% | 加仓 |
| 3 | MA | Mastercard INC - A | +0.4% | +49.78% | 加仓 |
| 4 | ABBV | Abbvie INC | +0.4% | +73.56% | 加仓 |
| 5 | GLW | Corning INC | +0.3% | +12.54% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | +3.27% | 加仓 |
| 7 | GEV | GE Vernova INC | +0.2% | +3.34% | 加仓 |
| 8 | IRM | Iron Mountain INC | +0.2% | +3.61% | 加仓 |
| 9 | FAST | Fastenal Co | +0.2% | +7.49% | 加仓 |
| 10 | OKE | Oneok INC | +0.2% | +4.77% | 加仓 |
| 11 | COST | Costco Wholesale CORP | +0.2% | +4.65% | 加仓 |
| 12 | CRM | Salesforce INC | +0.2% | +68.72% | 加仓 |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +90.00% | 加仓 |
| 14 | OMC | Omnicom Group | +0.1% | +44.24% | 加仓 |
| 15 | CAT | Caterpillar INC | +0.1% | +9.86% | 加仓 |
| 16 | SO | Southern Co/the | +0.1% | +4.01% | 加仓 |
| 17 | MPWR | Monolithic Power Systems INC | +0.1% | +2.97% | 加仓 |
| 18 | MU | Micron Technology INC | +0.1% | -1.88% | 减仓 |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +7.69% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | -0.1% | +7.56% | 加仓 |
| 21 | GOOG | Alphabet Inc-cl C | -0.2% | -7.95% | 减仓 |
| 22 | ORCL | Oracle CORP | -0.2% | +8.46% | 加仓 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -26.82% | 减仓 |
| 24 | OWL | Blue Owl Capital INC | -0.2% | +9.35% | 加仓 |
| 25 | FLO | Flowers Foods INC | -0.2% | +16.92% | 加仓 |
| 26 | AMZN | Amazon.com INC | -0.2% | +4.91% | 加仓 |
| 27 | LYB | LyondellBasell Industries N.V. | -0.3% | -56.91% | 减仓 |
| 28 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.93% | 加仓 |
| 29 | JPM | Jpmorgan Chase & Co | -0.3% | +0.53% | 加仓 |
| 30 | NVDA | Nvidia CORP | -0.4% | +1.16% | 加仓 |
| 31 | LLY | Eli Lilly & Co | -0.6% | -30.16% | 减仓 |
| 32 | CMI | Cummins INC | -0.6% | -34.74% | 减仓 |
| 33 | MSFT | Microsoft CORP | -0.6% | +13.23% | 加仓 |
| 34 | AVGO | Broadcom INC | -0.7% | -3.31% | 减仓 |
| 35 | T | At&t INC | -0.7% | -79.52% | 减仓 |
| 36 | UNH | Unitedhealth Group INC | -1.3% | -0.03% | 减仓 |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | 新建仓 |
| 38 | AGNC | Agnc Investment CORP | — | NEW | 新建仓 |
| 39 | PM | Philip Morris International | — | NEW | 新建仓 |
| 40 | IP | International Paper Co | — | NEW | 新建仓 |
| 41 | PRGO | Perrigo Company plc | — | NEW | 新建仓 |
| 42 | NFLX | Netflix INC | — | EXIT | 清仓 |
| 43 | INSM | Insmed INC | — | EXIT | 清仓 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 清仓 |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | NEW | 新建仓 |
| 46 | QCOM | Qualcomm INC | — | EXIT | 清仓 |
| 47 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清仓 |
| 48 | V | Visa Inc-class A Shares | — | EXIT | 清仓 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清仓 |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-13 | 13F-HR | 在 EDGAR 上查看 |
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